I'm using Quicken 2009 and I have a Roth IRA account that I transferred to a new bank. What is the best way to "close" this account?
If I delete the account, it won't show up in my historical net worth and it will appear as though when I made the transfer to the new Roth IRA account I magically jumped up in net worth.
If I mark the account as "Hide this account in Quicken (lists, menus, reports)" I think I have the same problem.
If I mark the account as "Hide this account in Account Bar" I get a new entry called "Other accounts" and the account appears under there with a 0 balance. This is my current solution, though not perfect as it still appears in my list of current accounts and therefore causing some confusion.
How do I close an account in Quicken?